• We Use This Valuable Tool to Drive Business Results - Sitefinity Webinar

    by Admin Admin | Dec 06, 2019
    Hands typing on a laptop keyboard while using the Sitefinity Digital Experience Cloud

     

    As digital marketers, the Sitefinity Digital Experience Cloud (DEC) is our go-to tool to help clients develop a deeper understanding of how their marketing strategy and bottom-line results measure up. 

    The highlight of the DEC is that it combines everything worth knowing about customer segmentation, conversions, leads (and more!) in a digestible, easy to navigate platform. To provide an introduction into the world of the DEC, our latest webinar with Sitefinity discusses how it has helped the Flywheel team make sense of key business results and audiences. 

    The webinar also touches on the following topics.

    • The importance of turning anonymous visitors to known contacts

    • Personas and why you need to know your audience

    • Conversions and touchpoints

    • Lead scoring and journey timelines

    If you’re eager to learn more about the DEC, watch the webinar now!
  • How to add Embed Code to a Page

    by Mia E-L | Nov 21, 2018

    Oftentimes, third party services such as MailChimp, SurveyMonkey, or TypeForm will require you to add embed code onto your site in order to display your form, map, or other element. We’ve briefly covered embed codes in our blog post Embed Videos Responsively. However, sometimes your third party service will require you to add embed code that contains a combination of Javascript and HTML, rather than an iFrame and some other HTML.

    Unfortunately, this doesn’t play nicely with Sitefinity’s content blocks, as pasting inline Javascript into a content block will result in your <script> tags being stripped out for security reasons. Fear not though, this Sitefinity tip will show you how to add your embed code to your page without your <script> tags being stripped out. We’ll be using SurveyMonkey as our third party service in this example.

    1. Grab the embed code from your third party service. This is typically obtained through the share options of your third party service, although every one is different. With SurveyMonkey, from the “Collect Responses” tab, we create a new “Website collector”. From here, SurveyMonkey gives us the choice to select “Embedded Survey”, “Popup Invitation”, or “Popup Survey”. We’ll be selecting “Embedded Survey”.
    2. Copy the embed code that appears.

      Embed code provided by SurveyMonkey
    3. You’ll need to separate your Javascript code from your HTML. Let’s take a look at the entire embed code that we got from SurveyMonkey before we start.

      <script>(function(t,e,s,n){var o,a,c;t.SMCX=t.SMCX||[],e.getElementById(n)||(o=e.getElementsByTagName(s),a=o[o.length-1],c=e.createElement(s),c.type="text/javascript",c.async=!0,c.id=n,c.src=["https:"===location.protocol?"https://":"http://","widget.surveymonkey.com/collect/website/js/tRaiETqnLgj758hTBazgdy5vKE8sVqYVdzUBpHY7JKsZGJCIG23hv_2Fo8SeIfe5TI.js"].join(""),a.parentNode.insertBefore(c,a))})(window,document,"script","smcx-sdk");</script><a style="font: 12px Helvetica, sans-serif; color: #999; text-decoration: none;" href=https://www.surveymonkey.com> Create your own user feedback survey </a>

      You can spot the division between the Javascript and the HTML by looking for the <script> tags. The opening tag, “<script>” shows you where the Javascript starts. The closing tag, “</script>” shows you where the Javascript ends. So our Javascript code consists of the following:

      <script>(function(t,e,s,n){var o,a,c;t.SMCX=t.SMCX||[],e.getElementById(n)||(o=e.getElementsByTagName(s),a=o[o.length-1],c=e.createElement(s),c.type="text/javascript",c.async=!0,c.id=n,c.src=["https:"===location.protocol?"https://":"http://","widget.surveymonkey.com/collect/website/js/tRaiETqnLgj758hTBazgdy5vKE8sVqYVdzUBpHY7JKsZGJCIG23hv_2Fo8SeIfe5TI.js"].join(""),a.parentNode.insertBefore(c,a))})(window,document,"script","smcx-sdk");</script>

      Our HTML code consists of the rest:

      <a style="font: 12px Helvetica, sans-serif; color: #999; text-decoration: none;" href=https://www.surveymonkey.com> Create your own user feedback survey </a>
    4. Now that your embed code has been separated into the Javascript and the HTML, we need to paste our Javascript into a Javascript widget. In your Sitefinity page editor, select the “Java Script” widget from the “Scripts and Styles” section.

      The location of the Sitefinity JavaScript widget

      Drag the Java Script widget onto the page to your desired location. Click the “Set Java Script” button and then select the “Write JavaScript” tab. Paste your Javascript code into the text box that appears, but ensure that you delete your opening and closing <script> tags, as this will be automatically added by the widget. In our case, what we would paste into the widget would be the following:

      (function(t,e,s,n){var o,a,c;t.SMCX=t.SMCX||[],e.getElementById(n)||(o=e.getElementsByTagName(s),a=o[o.length-1],c=e.createElement(s),c.type="text/javascript",c.async=!0,c.id=n,c.src=["https:"===location.protocol?"https://":"http://","widget.surveymonkey.com/collect/website/js/tRaiETqnLgj758hTBazgdy5vKE8sVqYVdzUBpHY7JKsZGJCIG23hv_2Fo8SeIfe5TI.js"].join(""),a.parentNode.insertBefore(c,a))})(window,document,"script","smcx-sdk");

      Select “Where the widget is dropped” under “Where to include in HTML?” and click “Save”.

      Setting up and configuring the Sitefinity JavaScript widget
    5. Next, drag a content block widget onto your page. Ensure that the content block widget is below your Javascript widget. This is to ensure that the Javascript code is able to reference the HTML that will be in the content block.

      A Sitefinity Javascript widget above a content block widget
    6. Copy your HTML and paste it into the content block. Then, save your content block. In our example, our HTML is:
      <a style="font: 12px Helvetica, sans-serif; color: #999; text-decoration: none;" href=https://www.surveymonkey.com> Create your own user feedback survey </a>

    And that’s it! You can publish or save your page as a draft and then either visit the page or preview it to see your embed code in action. You can see in the screenshot below that our SurveyMonkey survey is embedded correctly and working on our own page.

    An embedded SurveyMonkey survey on a Sitefinity managed page

    The most important things to take away from this process are that you need to separate your embed code into Javascript and HTML, place them in their respective widgets, remove the <script> tags from your Javascript, and ensure that your Javascript widget is above your content block widget. If adding embed code is still giving you trouble, please don’t hesitate to get in touch with us!

  • User Roles and Permissions in Sitefinity

    by Mia E-L | Oct 30, 2018

    What are user roles?

    In Sitefinity, roles are groups of users that are defined by what they can and cannot do on the site. For instance, users that are assigned the premade role of “Administrator” are granted full global, content module, and sitemap permissions. Users can be assigned no roles, a single role, or multiple roles.

    Users are useful for a multitude of reasons. First, users can help you keep track of exactly who does what on the backend of your website. Second, you can assign roles to users to determine who is able to do what on your website.

    To view the permissions associated with each role, click the “Administration” tab in the Sitefinity navigation bar. In the dropdown menu that appears, select “Roles”. Next, click the “Permissions” link for the role that you wish to inspect. This process is visually described in the images below.

    Sitefinity navigation showing the link to the Roles page

    The permissions button on the Roles page

    Sitefinity comes out of the box with a set of pre-created roles but also gives you the ability to create your own roles.

    Premade User Roles

    There are a variety of pre-created roles that are included with Sitefinity. The following list describes these pre-created roles.

    • Administrators
      • Administrators are granted full global, content module, and sitemap permissions. You cannot restrict the permissions associated with Administrators, delete the Administrators role, or delete the last user in the Administrators role (as there must be at least one user with this role).
    • Authors
      • Authors are a role that comes out of the box with Sitefinity. The author role is geared towards those who might be creating/writing content on your website. By default, Authors are allowed to:
        • Create classifications
        • Modify classifications and manage classification items
        • Create news
        • Create a blog
        • Modify blogs and manage posts
        • Create image libraries
        • Modify document library and manage documents
        • Create video libraries
        • Create forms
        • Create lists
        • Manage list items
        • Create content blocks
        • Create modules
      • You can change the permissions of Authors by going to Administrations > Roles from the top navigation menu and then clicking the “Permissions” action next to “Authors”.
    • BackendUsers
      • BackendUsers are users who are able to access the backend of the website. You can have users who are not BackendUsers, for instance, members of a forum (who you typically would not want to be able to access the backend of the website). You cannot restrict the permissions granted to this role, delete this role, or delete the last user in this role.
    • Designers
      • Designers are a role that comes out of the box with Sitefinity. The designer role is geared towards those who might be designing on your website. By default, Designers are allowed to:
        • Access widget editor
        • Access responsive design
        • Modify image libraries and manage images
        • Create image libraries
        • Modify video libraries and manage videos
        • Create video libraries
        • Create, modify, or delete page templates
      • You can change the permissions of Designers by going to Administrations > Roles from the top navigation menu and then clicking the “Permissions” action next to “Designers”.
    • Editors
      • Editors are a role that comes out of the box with Sitefinity. The editor role is geared towards those who might be editing content on your website. Some of the permissions allowed for Designers include:
        • Creating, deleting, or modifying classifications
        • Creating, deleting, or modifying news
        • Creating, deleting, or modifying blogs
        • Creating, deleting, or modifying blog posts
        • Creating, deleting, or modifying image libraries
        • Creating, deleting, or modifying images
        • Creating, deleting, or modifying video libraries
        • Creating, deleting, or modifying videos
        • Creating, deleting, or modifying document libraries
      • You can change permissions for Editors or view the full list of permissions by going to Administrations > Roles from the top navigation menu and then clicking the “Permissions” action next to “Editors”.
    • Moderators (comments)
      • If you have enabled comments on your website, the Moderators (comments) role may be useful to you. Users in the Moderators (comments) role typically approve or deny posted comments.
      • You can change permissions for Moderators (comments) or view the full list of permissions by going to Administrations > Roles from the top navigation menu and then clicking the “Permissions” action next to “Moderators (comments)”.
    • Moderators (forums)
      • If you have a forum on your website, the Moderators (forums) role may be useful to you. Users in the Moderators (forums) role manage forums, forum threads, and forum posts.
      • You can change permissions for Moderators (forums) or view the full list of permissions by going to Administrations > Roles from the top navigation menu and then clicking the “Permissions” action next to “Moderators (forums)”.
    • Authenticated
      • Authenticated users have registered and supplied their credentials. Authenticated users can belong to any other role as well.
    • Anonymous
      • Anonymous users are users that have not registered or supplied credentials to login. Users without accounts that are just browsing your site would be considered Anonymous users
    • Everyone
      • Everyone is a role that includes all users, including users who are belong to the “Anonymous” role
    • Users
      • This is a placeholder role that is built-in to Sitefinity. There are no granted permissions associated with this role by default, though you can change the permissions of this role. You can also use it as a filter to find users who have no permissions.

    Editing User Roles

    For pre-created roles that allow it, you can edit the permissions associated with the role by clicking the Permissions button for your desired role from the list of roles.

    The permissions button on the Roles page

    You can also edit roles that you create by clicking the Permissions button for your created role.

    Creating User Roles

    In addition to using the pre-created roles included within Sitefinity, you can also create customized roles.

    1. Navigate to the roles page by clicking “Administration” from the Sitefinity navigation bar and click “Roles” in the dropdown menu that appears Sitefinity navigation showing the link to the Roles page
    2. Click “Create a role” Creating a new role from the list of roles
    3. In the field that appears, name the role you wish to create. Click “Create” when you are finished. Sitefinity prompt to name and create a role
    4. Your role will appear in the list of roles. Click the “Permissions” button to edit the permissions associated with the role.

    Deleting User Roles

    1. To delete a role, simply click the Delete icon at the right-most side of the role table Deleting a role from the list of roles

    Assigning Roles to Users

    There are two ways of assigning roles to users, directly through a user's details or through the list of roles.

    Assigning Roles through User Details

    1. Go to “Administration” > “Users” from the the top navigation bar on the Sitefinity back-end.
    2. Find your desired user from the list of users, and in the dropdown that reads “Actions”, select “Edit”
    3. You will be brought to a page where you can edit a user’s details. At the bottom, use the checkboxes to assign roles to the user. Click the “Save changes” button to save your changes. Editing a user's details in Sitefinity

    Assigning Roles through List of Roles

    1. Go to “Administration” > “Roles” from the the top navigation bar on the Sitefinity back-end.
    2. Find your desired role from the list of roles, and click the “Assign or Unassign Users” link.
    3. From here, a list of users will appear where you can assign them to your desired role.

    What are Permissions?

    Permissions are rules that determine what users and roles can do. In terms of granularity, users have roles, and roles have permissions. Permissions are not only useful in terms of allowing or disallowing certain actions, but by assigning them to roles, they help make these roles more clearly defined.

    Navigate to “Administration” > “Permissions” to access the Permissions page. From here, you can manage permissions by Section (i.e. permissions for different content modules or global permissions), by user, or by role.

    Sitefinity global permissions list

    Permissions in Sitefinity are inheritable, meaning that if you assign a permission to a parent item, it will affect each of its child items. You can break the inheritance by then customizing the permissions of the child item.

    The way that permissions work is by denying or allowing values for specific actions. Sitefinity works using implicit denial, which means that if neither “Allow” or “Deny” are set, the user will be denied the permission by default.

    For more information about permissions in Sitefinity, please give us a call or consult the documentation.

  • Redirecting URLs

    by Mia E-L | Aug 28, 2018

    Sitefinity has a number of methods for adding redirecting URLs, suitable for a variety of purposes. In this post, I’ll take you through the method for of adding redirection URLs for a specific page as well as creating a page specifically to redirect to another URL.

    Adding Redirection URLs for a Specific Page

    Adding redirection URLs for a specific page can be handy in a wide variety of circumstances. For instance, if you had a page that has been published for a while under the URL of yourdomain.com/my-example and you wanted to change the URL to yourdomain.com/example, this method would allow you to change your URL to /example while allowing for links to /my-example to redirect to the same page and prevent your users from receiving a 404 “Not Found” error.

    1. Navigate to the page listing in the Sitefinity back end
      An image indicating the location of

    2. Click on the “Actions” dropdown for your desired page, and select “Title & Properties”.
      A screenshot of the Sitefinity page listing with the

    3. In the subsequent page, select the checkbox that reads “Enable Multiple URLs for this page”
      A screenshot of the

    4. Add your desired URLs in the field below the aforementioned checkbox. Each URL must be on a separate line. Also, each URL must be preceded with “~”. This character (known as a tilde) denotes the home directory. In our example from before, “~” would represent “yourdomain.com”. If we wanted to add an alternate URL of “/my-example”, the URL in this text field would read “~/my-example”.
      A screenshot that indicates the Additional URLs field in the list of page properties

    5. Click the green “Save” button at the bottom of the page.

    6. Your page will now be accessible through its URL and its alternate URLs.

    Redirection Page

    In some cases, you’ll want a page that serves only to redirect to another page and does not contain any content of its own. Fortunately, Sitefinity makes this incredibly easy to implement.

    1. Navigate to the page listing in the Sitefinity back end.
      An image indicating the location of

    2. In the top left corner, click the “Create a Page” button or click on the “Actions” dropdown and select “Title & Properties” depending on if you want to create a new redirecting page or if you want to set an existing page as a redirecting page.

    3. In the page that appears following step 2, select the checkbox that reads “This page redirects to another page”.
      A screenshot of a page's properties in Sitefinity. The option to set the page as a redirection page is highlighted.

    4. Click the button below that reads “Set page to redirect to”.
      A screenshot of a page's properties in Sitefinity. The option to specify the redirection location is highlighted. 

    5. You can now select whether you’d like to redirect to a “Page from this site” or a “web address”. Selecting the first option will present you with a list of pages on your site. This is the recommended method of redirecting to an internal page, as this will ensure that the link will still work, even in the event that you change the URL of the page you are redirecting to. Selecting the second option will present you with a text field where you can enter in your desired URL (usually external URLs). This second option will also present you with a checkbox that reads “Open this link in a new window”. Selecting this will cause the link to open in a new browser window rather than the existing one.
      A screenshot of the

      A screenshot of the

    6. Click “Done” at the bottom of the page to save your changes.

  • ProgressNEXT 2018

    by Mia E-L | Aug 21, 2018
    progress-next

    Recently, Flywheel Strategic attended #ProgressNEXT18, a global conference for Progress Software to showcase all the technologies and software solutions they have to offer. The gathering provided a platform for Progress to share their vision and forward-facing position to succeed in the future.

    As a partner and client of Progress, the event provided us with a great opportunity to network with others in the Progress ecosystem. We shared first-hand experience with the team that builds Sitefinity and the Digital Experience Cloud. Being able to provide feedback and discuss the way our clients use these products is helping shape future versions. We also gain confidence that Progress has an ongoing commitment to providing quality products and service to their customers and partners.

    The mission at Progress is to deliver the best platform for building and deploying a strategic application and digital experience, which is essential for the future. These digital solutions have to be cognitive, adaptive, connective, and collaborative if they have a chance of keeping with fast-paced markets.

    Progress is making it easier for businesses to build software tools that provide user delight by focusing on the user experience. Typically, the user experience is ignored in productivity software and app development (a substantial focus is on the business process). We are delighted to see Progress prioritizing the user experience tools so that productivity is improved by providing multi-screen, multi-modal, and optimistic UI. The more you can keep the user interface engaging, the more productive people will be when engaging with the platform. The idea is to avoid task switching. If you have to wait for even a moment, then a user is inclined to switch tasks. That momentary switch can severely kill productivity.

    Neon Lights from the building hosting the Progress Next 2018 Conference

    Flywheel Strategic also spent some quality time with the dev team at UCommerce, a personalizable platform with powerful commerce tools. As certified UCommerce partners, we discussed working on projects with a faster time to market and the importance of being “multi in every aspect,” such as multi-lingual, multi-currency, and having multi-product variations. UCommerce is an integration and enterprise-ready platform for content and commerce. These days, building a good mobile experience is industry standard. The days of “OMG we need an app for that” is slowly disappearing. People don’t want to download and use apps anymore. Having an user-friendly digital platform that is also adaptive is becoming the trend. The ability to be adaptive has become necessary for the development process. This adaptiveness is apparent in Sitefinity’s most recent update.

    From Kinvey and DataRPM to Consensus and Telerik, Progress is leading by example by delivering on the next generation of business apps for organizations. The global conference reinforced that the work we do at Flywheel Strategic aligns with industry standards and on the cutting edge of market trends.

    Thanks for having us Progress! See you next year.

    The Flywheel Strategic team on the plane to Boston to attend Progress Next 2018

  • What’s New in Sitefinity 11.0

    by Mia E-L | Jul 31, 2018

    Sitefinity CMS understands that “behind every successful website there is a lot of good content.” To help with managing that content, there is a new interface for Sitefinity users and we think you’re going to love it! Adding value to content managers was the primary objective for this change. You’ll notice these things right away:

    • Clean, distraction-free interface so you can focus on content

    • Better browsing, searching and filtering of content in the backend

    • Improved WYSIWYG editor for making content changes

    • Easy to use tools for embedding tweets, YouTube videos and other content

    • Better translation management

    For our existing clients using Sitefinity, you will start to see these enhancements as we update your site to the latest version. For new projects, this Sitefinity 11.0 interface will be the default going forward.

     

    What Does This Mean for Existing Clients?

    Existing clients can interchangeably switch from the classic interface to the latest version. We will be encouraging you to make the switch so you become familiar with the new model. The new interface is built for progressive discovery so you can learn it quickly. Sitefinity CMS 11.0 improves on existing tools offered in Sitefinity CMS 10.2. You can review a comprehensive checklist of those differences here.

     

    Have a Look at the New and Improved Content Editing Experience

    According to Sitefinity, the driving force behind the reinvented CMS lies behind four key principles: focus on content, distraction-free user interface, content at scale, and delight in the details. These key ingredients are evident in the new rich-text editor which makes it easier for content creators and managers to insert links, manage images, and embed videos.

    Before:

    Screenshot of Sitefinity 10.2 CMS

    After:

    Screenshot of Sitefinity 11.0 CMS 

     

     

    Benefits Under the Hood

    In addition to the stuff you can see, there are several great advancements that have arrived to help developers. Our technical team at Flywheel is looking forward to an Extra Layer of Security Protection, Improved Productivity for Developer with Sitefinity VSIX and streamlined MVC Content Widgets.

     
    The latest interface promises to streamline your content editing and management experience by making the process more efficient. Take a browse and let us know if you have any questions about what to expect. Tweet us at @FlywheelStrategic and email us here.
  • Add External Forms to your Site

    by Mia E-L | Apr 23, 2018

    Disclaimer: Adding an external form requires web development experience and a working knowledge of HTML, CSS, and Javascript.

    If you need a basic contact form, Sitefinity’s built in form tools make creating forms and managing responses a breeze. However, sometimes you need to include a form that will send data to somewhere other than your Sitefinity site (for instance, a newsletter subscription list managed by an external source like MailChimp or CreateSend). This can pose a problem since simply adding your form elements between <form></form> tags won’t work. Since <form> tags within <form> tags count as invalid HTML, some browsers will strip out the second set of <form> tags leaving your form ineffective.

    Fortunately, there is a clever workaround using iFrames. Instead of adding in your <form> tags directly onto the page, you code your form within a separate HTML document and then add that document into your page as an iFrame! Follow the steps below to easily add an external form to your Sitefinity site.

    1. Code your form in your favourite code editor/IDE and save it as an HTML file. You can style this HTML file from your primary stylesheet as long as their domains are the same. Otherwise you can include a stylesheet like you normally would using <link> tags or you can set the styling in the <head> of the document using <style> tags. I personally recommend the latter for the sake of simplicity but all methods are valid.
    2. Navigate to “Documents” from your Sitefinity back-end and upload the HTML file to the appropriate library. Copy the URL to this document.
    3. Navigate to the page or template where you’d like the form to appear. Drag a Content block to the location where you’d like the form to appear and add in your iFrame using the tags below. Paste the URL of your document between the quotation marks of the “src” attribute.

      <iframe src="LINK TO YOUR HTML DOCUMENT"></iframe>
    4. You're finished! Publish or save a draft as desired.
  • Add an Instagram Feed to Your Site

    by Mia E-L | Apr 17, 2018
    Disclaimer: Adding an Instagram Feed requires web development experience and a working knowledge of HTML, CSS, and Javascript.

    While Sitefinity comes with an out-of-the-box widget for adding a Twitter feed, there is no similar widget for Instagram. Fortunately, with a little bit of help from Instafeed.JS and a little bit of setup, it’s simple to add an Instagram feed to your Sitefinity Site.

    1. Download Instafeed.JS and add it to the appropriate directory in your website’s file system.

    2. You’ll need a valid client ID from the Instagram API (this is basically an API key). You can register for one here

    3. Access the back-end editor of the page or template where you’d like your Instagram feed to appear.

    4. Add a Javascript widget from the widget toolbar to the right. Select the “Link to a JavaScript file (.js)” option and select your copy of Instafeed.js. Under the “Where to include in HTML?” field, select “Where the widget is dropped”. Click the Save button.Image of the Javascript Sitefinity Widget in

    5. Next, wherever you’d like your Instagram feed to appear, paste “<div id="instafeed"> </div>” in a Content block. The Instagram feed will be injected into this markup.

    6. Add another Javascript widget underneath your previous Javascript widget. Instead of linking to a JavaScript file, we’re going to select “Write JavaScript”. Also make sure “Where the widget is dropped” is selected under “Where to include in HTML?”Image of the Sitefinity Javascript widget in

    7. Now we’re going to paste our code that will configure our Instagram feed and run our Instafeed.JS function. Paste the code below into your currently empty JavaScript widget and hit Save.

      var feed = new Instafeed({
      clientId: YOUR CLIENT ID,
      });
      feed.run();


    8. You can add more configuration options to your Instafeed. For instance, by default the Instafeed will show popular images from across Instagram. If you wanted to only show images from a single user, your Javascript would look similar to the code below:

      var feed = new Instafeed({
      get: 'user',
      clientId: YOUR CLIENT ID,
      userID: DESIRED USER ID
      });
      feed.run();


    9. Many other configuration options exist, like being able to change the surrounding markup for the images that the feed fetches or being able to change the resolution of the images. You can see the configuration options under “Standard Options” at the Instafeed.JS page.

    10. You should now see your Instagram feed in action!Flywheel's Instagram feed
  • Linking Form Data to the Digital Experience Cloud

    by Mia E-L | Feb 23, 2018

    This post assumes that you're using the Digital Experience Cloud and Sitefinity together.

    This will allow you to identify an anonymous visitor on your site with an actual user once they have filled out a form on your website. You can also send any other form data to the DEC contact profiles.

    1. Create a contact field to hold extra information in DEC (only need to do this once for each field name you want to track - regardless of how many Sitefinity Forms use a field with that name)
      1.  Login to DEC, Go to Administration and click on the Data Center you care aboutSelect Administration Link
      2. Click on Contact Properties
        Select Contact Properties Link
      3. Click Add Contact Property
        Click the Edit link for the form field you want to link to the DEC 
      4. Give the Contact Property a name (best to use the same name as the form field you're connecting to)
        Setup the contact field properities 
      5. Enter the Field Name from the Form (copy / remember this) - ie. "FullName"
      6. Save your changes
    2. Give your field in Sitefinity the right "Field Name" that corresponds to the DEC field.
      1. Go to Content > Forms 
      2. Click the form you care about
      3. Edit the field that you want to connect to the DEC - ie. a field that captures full name
        Click the Edit link for the form field you want to link to the DEC 
      4. Go to Advanced
        Click the advanced link in the bottom right corner 
      5. Find the property called "Field Name"
      6. Paste in the Field Name that copied when setting up the DEC Field. - ie. "FullName"
        Update the FieldName property 
      7. Save your changes.

    That's it! Now any form submissions will be saved with those contacts in the DEC.

    As soon as you do this, any history that the DEC already has for a contact will get uniquely identified by name. It's pretty powerful when you get this connected.

  • Sitefinity Update 10.2: What’s New

    by User Not Found | Jan 12, 2018

     

    The latest release of Sitefinity was made publicly available late last year, and we’re here to tell you what’s new with edition 10.2. Multi-channel optimization is the core feature behind the update, with the following features now as standard;

    A/B Testing Functionality

    Sitefinity now offers out of the box A/B testing functionality that will greatly help marketing teams set up, monitor and refine campaigns, measuring the success utilizing improved customer journey analysis capabilities. Experimenting with every aspect of your pages from forms, layout, content and calls-to-action allows you to monitor which version of your site will reach your desired goals.


    Sitefinity Update Flywheel Strategic

    Social Media Marketing integration

    Enhancements have been made to social sharing capabilities within the platform, giving direct control over Open Graph properties of content for promotion and campaigns built into Sitefinity CMS This update will allow you to expose the appropriate title, description and image pulled in from your shared content.

    MVC SEO Controls

    Enhancements have been made to Sitefinity MVC controls with meta title and description fields added to improve search engine optimization. You can now find these fields in the MCV widgets advanced settings.

    Explicit Consent Tracking

    Assistance with compliance initiatives is provided with the new functionality of explicit consent web tracking, giving the ability to turn on or off web tracking and statistical data collected for visitors who did not provide consent for using cookies.

    Sitefinity Update Flywheel Strategic screenshot

    Improved Site Language Association

    Sitefinity already possesses some excellent features for multilingual sites, but the latest update allows site managers to add only preconfigured languages, saving time and limiting any issues that may occur when adding a language that isn’t configured.

    This is just some of the latest features available, not to mention improvements including authentication error handling, site sync logging, ecommerce performance for product discounts, and updates to developer tools. Contact us for more information on Sitefinity and watch out for Flywheel Sitefinity Tips every Tuesday by following us on Twitter or LinkedIn!

     
  • Sync Pages for Multilingual Sites

    by Mia E-L | Nov 13, 2017

    When creating your Sitefinity site, you might want to tailor your content for visitors from an array of different countries. Thankfully, Sitefinity provides support for multilingual sites and makes it easy to ensure that users from around the world are getting the most appropriate content.

    You can configure your site to offer content in at least 10 different languages. The page for each language can be completely unique, or you can use the “Keep pages synced” feature that comes out-of-the-box with Sitefinity to keep the page’s look-and-feel same between all languages, but display different translations of the content itself.

    Steps to Keep Pages in Sync

    1. Go to Sitefinity > Pages through the primary Sitefinity back-end navigation.

    2. Select any page that you want to convert into another language and click on the language link to create a new version of the page (see below).Sitefinity language selection button

    3. Enter all the page details like the Title, Description etc. and select “Create Page and Add Content"

    4. You will see a screen like the below imageNewly created translation in Sitefinity prompting

    5. Here you can choose to either “Start from scratch” to give a different look and feel to the translated page or you can click on “Copy from another language”  to base the page and widgets on another language.

    6. Clicking on "Copy from another language" will show you a popup asking you which language to copy fromSitefinity language sync modal

      In this example, “English” is preselected because that is the only other language the page is available in. If your site is configured for more than 2 languages and there are other language translations already created, then the dropdown would allow you to choose from any of those versions.

      In this step, it is recommended to check the box “Keep all language versions synced as one page” so that if a widget is added to one language of the page, it will automatically get added to all language versions of the page. You can then edit the content for each language by editing the respective pages.



    7. Click “Done” and you will see the new translated version of the page, with all the content copied from the English language. You can edit all the content to add the translations and publish the page.
  • Editing Existing Navigation Templates

    by User Not Found | Nov 02, 2017

    Disclaimer: Editing existing navigation templates requires web development experience and a working knowledge of C#, ASP.Net, HTML, CSS, and Javascript.

    Sitefinity also allows you to edit existing navigation templates (including the aforementioned pre-built options). Editing existing navigation templates allows you to customize the markup and the functionality of your navigation. Even if you have web development experience, it may be prudent to either save a local copy of the template you wish to edit or simply create a new template and copy and paste your pre-existing code.

    1. Click edit on the top right corner of your navigation widget to bring up the menu shown below.
    flywheel strategic Sitefinity navigation tips 8

    2. Select the widget template you would like to use. A new option above “Create new template” should appear reading “Edit selected template”. Click “Edit selected template”.

    flywheels strategic Sitefinity navigation tips 8

    3. From here, you will be redirected to the widget template editor (shown below).

    flywheel strategic Sitefinity navigation tips 9

    Make the necessary changes to your template and click “Save changes”.

    And there you have it! Now that you know how to customize your navigation widget, you (or your development team) can tailor your navigation to your site. While the out-of-the-box options provided by Sitefinity can be a great solution, editing or creating your own templates allows you to more easily customize the look, feel, and functionality of your site’s navigation.

  • Creating new navigation templates

    by User Not Found | Oct 17, 2017

    Disclaimer: Creating new navigation templates requires web development experience and a working knowledge of C#, ASP.Net, HTML, CSS, and Javascript.

    The following instructions focus on navigating through Sitefinity to access the ability to create navigation templates as opposed to teaching you how to code. Creating new navigation templates allows you to customize the markup and the functionality of your navigation. Should you choose to create a new navigation template through the Widget Templates page (underneath the “Design” tab of the main Sitefinity navigation), you will be prompted to select which widget to apply the template to.

    1. Click edit on the top right corner of your navigation widget to bring up the menu shown below.

    flywheel strategic Sitefinity navigation tips 4

    2. Click “Create new template”. From here you will be redirected to the widget template editor. You can also access the widget template editor by clicking on “Widget Templates” underneath the “Design” tab in the main SiteFinity Navigation and subsequently selecting the Widget template you would like to edit. If you navigate to the page via the latter instructions, you will have to select which Widget the template will be applied to. Select “Navigation”.

    flywheel strategic Sitefinity navigation tips 5

    3. After you finish writing your template, name your template and click “Create this template”. You will be redirected back to the navigation widget menu and your widget template will be selected in the drop-down menu. Click “Save” to use your newly created template.

    sitefinity tips sample template

    To learn how to edit existing navigation templates, click here. 

  • Customizing your navigation using pre-built templates

    by User Not Found | Sep 29, 2017

    One powerful characteristic of Sitefinity is the ability to customize your website as much or as little as you like, an ability which extends to your site’s navigation. Sitefinity provides a variety of solutions for users looking to change the template of their site’s navigation widget. Moreover, there are many ways to do so with varying degrees of complexity - so let’s start with the easiest way to change your site’s navigation.

    While these examples show the use of a pre-built Sitefinity page template, these steps work for custom page templates as well. If you are using a custom page template, both processes assume that a content placeholder for your navigation has been added to the custom template that you are using.

    Using Pre-Built Sitefinity Navigation Templates

    Navigate to the page template editor through the Sitefinity back-end. To do so, click on the “Design” tab in the Sitefinity navigation and then click “Page Templates”. Then click on the page template you wish to edit to navigate to the template editor.

    Sitefinity navigation tips 1

    If there is no navigation widget present, drag and drop the navigation widget into the section of your template where you would like it to appear. Navigation widgets can be accessed on the right side-panel under “Navigation”. Please select the non-MVC widget.
    Flywheel strategic sitefinity navigation tips 2


    flywheel strategic Sitefinity navigation tips 2.2

    Click edit on the top right corner of your navigation widget to bring up the menu shown below. 

    flywheels strategic Sitefinity navigation tips 3

    Underneath the “Template” section, a drop-down menu indicates which templates are available for the widget to use. Sitefinity provides several pre-built options to select:

    Horizontal (one-level)

    Navigation items are laid out in a single horizontal row. Only top level pages will be shown (no child pages or children of child pages will be shown).

    Horizontal with drop-down menus

    Navigation items are laid out in horizontal rows. Hovering over a navigation item with child pages will show the page’s child pages.

    Horizontal with tabs (up to 2 levels)

    Navigation items are laid out in a horizontal row. Child pages of a page are displayed in a horizontal row below the first row.

    Sitemap in columns (up to 2 levels)

    Navigation items are laid out in columns grouped by parent and child pages such that child pages appear below their parent page.

    Sitemap in rows (up to 2 levels)

    Navigation items are laid out in rows grouped by parent and child pages such that child pages appear in a row below their parent page.

    Vertical (one-level)

    Navigation items are laid out in a single vertical column. Only top level pages will be shown (no child pages or children of child pages will be shown)

    Vertical with sub-levels (also know as tree-view)

    Navigation items are laid out in a single vertical column. Child pages can be shown/hidden by clicking the expand/collapse icon to the left of their parent page.

    Select the template you would like to use and click the “Save” button.

    To learn how to create entirely new navigation templates, click here.

  • Creating Group Pages

    by User Not Found | Jun 23, 2017

    ISSUE:

    When viewing the group page in the browser, it displays the content of the first child page. As you can see, the URLs are different in both images, but the content is coming from the child page. This isn’t ideal for SEO, so we can adjust some settings so that the group page URL automatically redirects to the first child page URL.   

    EXAMPLE:

    Sitefinity tips - screenshot
    Group Page:

        
    Child Page: 



    SOLUTION:
    Sitefinity has an out-of-the-box solution to fix this. Sitefinity allows you to create “Group Pages”, which is a page that does not have content, and is instead used for keeping pages organized.

    1. Login to the Sitefinity backend
    2. Go to “Settings” from the Administration menu (See Figure 1)
    3. Go to “Advanced” settings (See Figure 2)
    4. Scroll down and expand the “Pages” settings (See Figure 3)
    5. Scroll down further and check the “Redirect to the first accessible page inside a group page” checkbox (See Figure 4)
    6. Scroll down to the end of the page and click “Save Changes” (Figure 5)
    7. Restart the website and go to the group page URL. Sitefinity will automatically redirect you to the child page URL

    SOLUTION:

    Sitefinity has an out-of-the-box solution to fix this. Sitefinity allows you to create “Group Pages”, which is a page that does not have content, and is instead used for keeping pages organized.
    1. Login to the Sitefinity backend
    2. Go to “Settings” from the Administration menu (See Figure 1)
    3. Go to “Advanced” settings (See Figure 2)
    4. Scroll down and expand the “Pages” settings (See Figure 3)
    5. Scroll down further and check the “Redirect to the first accessible page inside a group page” checkbox (See Figure 4)
    6. Scroll down to the end of the page and click “Save Changes” (Figure 5)
    7. Restart the website and go to the group page URL. Sitefinity will automatically redirect you to the child page URL
    Figure 1:
    Flywheel Strategic Sitefinity screenshot

    Figure 2:
    Flywheel Strategic Sitefinity screenshot
    Figure 3: 

    Flywheel Strategic Sitefinity screenshot

    Figure 4:

    Flywheel Strategic Sitefinity screenshot

    Figure 5: 

    Flywheel Strategic Sitefinity screenshot




  • Sitefinity Twitter Feed Widget Setup ​

    by User Not Found | May 30, 2017
    Sitefinity comes with a Twitter Feed Widget that can be configured to display any number of tweets from your Twitter account on your Sitefinity website.

    Steps to Configure Twitter

    1. Go to https://apps.twitter.com and sign in using your twitter credentials.
    2. Click on the "Create New App" button – it will bring you to a screen like below
    Sitefinity twitter tips screenshot_flywheel blog

    3. Register your Sitefinity website as an application in your Twitter Account. Enter your website name and full URL in the Name and Website fields.

    4. After creating your application, you will see an application details screen like below. Click on the “Keys and Access Tokens” tab and make note of the Consumer Key and Consumer Secret.

    Sitefinity twitter tips - flywheel strategic blog

    5. Login to Sitefinity backend of your website.

    6. Go to Administration > Settings and click on Twitter in the left column.

    7. Click "Add a registered Twitter application" button.

    8. 
    Enter the Application Name, the Consumer Key and Consumer Secret that you noted you’re your Twitter account and click Save.

    9. The application will appear in the list of registered applications

    10. Click the Actions link of the newly added application and click Associate Twitter User.
    This will redirect you to the twitter login page for authentication.

    11. 
    Enter your Twitter login credential once again (Use same credential that was used in the first step).

    Steps to show tweets on a page:

    1. Edit any page where you want to show the tweets.
    2. Drag and drop the "Twitter Feed" widget from the Social toolbox into the desired area.

      Sitefinity twitter tips-flywheel blog

    3. Click the Edit button from the top right corner of the widget
    4. Select the application that you have added in Sitefinity Settings and enter number tweets that you want to display into the page.
    5. Publish the page.
      If no tweets are visible on the published page, you might need to refresh the feed.
      Go to Administration > Alternative Publishing  > Click the Actions link of the respective application and click Run.
    6. Refresh your public page where you dropped the Twitter Feed Widget and you should be able to see your latest tweets. 

    Note: If you want some changes in the twitter feed template then go to Sitefinity > Design > Widget Templates and search "Twitter Feed" from the search box. This will show you the Twitter Feed widget template. Click on the template to edit it and save your changes.                                           

  • Sitefinity Summit 2017: Boston

    by User Not Found | May 12, 2017
    We’ve just returned from the 2017 Sitefinity Summit hosted by Progress Software. It was an action-packed conference with lots to learn. Here’s a quick recap of what we came away with...

    Flywheel2017_Sitefinity Summit 2017

    B2B Needs To Up Its Game

    Consumer marketing (B2C) is where marketing automation techniques evolve and B2B always lags. In the B2B world, sales cycles are long and personal relationships are gold. The fear is that the white glove, high-touch approach will be lost using digital solutions. But, the truth is the contrary: marketing automation techniques in the B2B world only enhance and augment the human centric approach.

    Worldwide Product Use

    Among the first things that we noticed at the summit was that there were attendees present from all over the world. We met people from Toronto, Victoria, Austin, London and Dubai. Sitefinity has a very powerful multi-lingual infrastructure which makes it a good choice for companies around the globe. From our various conversations, it was interesting and refreshing to hear that most businesses everywhere are advancing their marketing with digital tools in the same ways.

    Scalability In Action

    For some time now, Sitefinity has been trying to attract enterprise clients and at the conference, it was great to see how many very large businesses are using Sitefinity for their digital marketing infrastructure. Knowing that Sitefinity can be used cost effectively for small companies also means that as a business grows, they have a tool that can and will grow with them.

    Experience Matters Most 

    A good tool should be easy to use and feature rich. Sitefinity does a good job at being user-friendly and providing turn-key solutions for websites and marketers. Of course, the tool itself cannot sell a business. To drive more leads and convert more clients the overall customer experience needs to be rich, relevant and immersive. We got to see a preview of the new features coming soon for the Digital Experience Cloud that connects to Sitefinity. This system gives you the analytics and a dashboard to help companies understand how their website content is influencing a customer journey. It’s going to be exciting to see that in action!

    Mobile Users Are Dominant

    Having a website that is compatible with mobile devices should be a given these days. Simply having a responsive website is no longer enough. Having a “mobile first” philosophy is not nearly as good as having a “user first” philosophy. If you don’t have a website that is optimized to load fast on mobile devices and give users a positive experience, then Google will drop your search engine ranking, fast. With Sitefinity, you will soon be able to adapt your content and rich media so that your site is recognized by Google as having “mobile amplified pages”. In search results, these sites show up at the top of the list with the “AMP” icon.

    Personalization Is Awesome

    One approach that we would certainly advocate for at Flywheel is to segment your audience and provide as specific an experience and customer journey as possible. This goes back to the point about how important the customer experience is. Using the features provided in Sitefinity and the Digital Experience Cloud you can really geek out on personalization. We saw some great examples of personalization demonstrated that were simple, pragmatic and very quick to implement. It’s a good reminder that it’s perfectly acceptable to start small - especially if it means the alternative is not doing it at all. A good example where to start is to do some A/B testing.

    Machine Learning Is Available To The Masses

    Machine learning sounds like something that only the big software giants can deliver, but as we found out, that’s not true. With the right tools, data and analytics from your website and other business systems can provide very powerful insights. Simple (and sophisticated) machine learning concepts are now part of the Sitefinity package that help you cost effectively optimize your content and marketing campaigns.

    Agile Marketing Is A Thing

    In world of software development, the concept of “agile” development has been around for a long time. The same concept is now being applied to marketing. This was a hot topic. The result of an agile approach being that you release components of your strategy in quick iteration, analyze the real-world performance and refine as you go - something else we would certainly advocate at Flywheel.
  • Instant Mobile Page Preview in Sitefinity

    by Scott Snowden | Feb 10, 2017
    Collection of mobile devices

    You probably don't have a library of mobile devices at your disposal for reviewing your website. Not to worry! You can use Sitefinity to emulate what your website will look like on several popular (and not so popular) devices.

    1. Edit a page
    2. Click "More Actions"
    3. Choose "Preview for Smartphones & Tablets"
    4. Use the drop down at the top to select a device
    Website preview emulated on iphone screen

    You can also use the toggle beside the drop down to switch between portrait and landscape orientation.

    Website preview as seen on a Galaxy Tab in landscape orientation


    BTW... yes, that is a blackberry in the picture at the top.
  • Google Analytics Inside Sitefinity

    by Scott Snowden | Feb 10, 2017
    You can connect Sitefinity to your Google Analytics account and see your website traffic when logged in to the backend. Boom!

    Analytics from Google are available right in Sitefinity

    There are a few technical steps to connect your Google Account to Sitefinity. You start the process by choosing Analytics from the Marketing menu. From there the instructions will walk you through the setup process. If you need help, just let us know.

    Choose Analytics from the Marketing Menu

    Once the setup is complete, this menu will show your analytics from your Google account.

    But, that's not all.

    Google Analytics on your Sitefinity Dashboard  

    You can customize the content on your dashboard when you login to Sitefinity. This can include a snapshot of many of the key analytics from your Google data. Look for the "Configure Dashboard Widgets" link at the very bottom of your Dashboard. Again, we can help you set this up if you'd like.

    Sitefinity dashboard can include multiple charts from Google Analytics

    Page Specific Google Analytics

    Another very useful and powerful integration of Google Analytics and Sitefinity is the ability to see analytics for a specific page with one click. From the Pages screen, click the graph icon in the Analytics column.

    The grid icon in the analytics column links to the data for the respective page

  • Easily Sharing Content Across Pages in Sitefinity

    by Scott Snowden | Feb 03, 2017
    There are often scenarios where you want to include the same content on multiple pages. If you want that content in the same place on every page, you could add the content to the page template. But it is quite likely that you will want the same content to existing in different places on different pages, or only on some of the pages that share a template.

    Using Shared Content Blocks

    Sitefinity allows you to add content to your page using a content block and then save that as shared content that can be added to another page.

    Then, you can edit that shared content and the change you make will appear anywhere that you have placed the shared content block.

    Creating a Shared Content Block

    Start by adding a content block to a page as you normally would and add your content. When you've finished, click the "Share this content" button in the bottom right corner of the content editing window.
    The button to save your content as shared content is at the bottom of the content block editing window

    You'll be prompted to name this content block (so that you can retrieve it later).
    Give your shared content block a useful name

    Your content block will now indicate that it has been saved as shared content.
    Text at the top of the content editor indicates that you have saved this as shared content

    Adding a Shared Content Block to Another Page

    If you want to place the same shared content on another page, start by dropping a regular content block onto the page and placing it where you'd like the content to appear.

    Edit the content block, but now click the "Select from existing shared content" button.
    The button to select existing shared content is in the bottom right corner of the content editor window

    You can now select the name of the content block that you'd like to use.
    choose the name of the shared content block you would like to add to your page

    Once you have completed this and you're back on your page, the content block will illustrate when shared content is being used. You will see the word "Shared" in the header of your content block.
    content blocks using shared content will indicated this on your page layout

    Accessing Existing Shared Content Blocks

    The list of shared content blocks that have been created can be access from the Content menu in Sitefinity.  Choose "Content Blocks".

    Access shared content blocks from the content menu

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